Shana Despres

Credentials:
  • CFP®
  • ChFC®
  • CASL®

Focus: Investment Strategies, Business Owners, Insurance Strategies

Languages: English

Shana works with successful, motivated individuals and families, including professionals and business owners to help create organized security in their lives by making sure their financial world aligns with their goals.

Shana provides the following products and services:

Financial Position Analysis

  • Cash reserve strategies
  • Debt management
  • Cash flow management
  • Net worth

Protection Planning

  • Life insurance planning
  • Disability income insurance options
  • Long term care insurance
  • Business succession planning

Investment Planning

  • Asset allocation and Risk tolerance
  • Education funding
  • Diversification strategies

Tax Planning

  • Business ownership
  • Non-qualified investment planning
  • Tax reduction strategies
  • Tax deferral methods

Retirement Planning

  • 401(k) & IRA Rollovers
  • Retirement distributions
  • Pre 591/2 strategies
  • Social Security planning
  • Risk tolerance transitions

Estate Planning

  • Asset ownership
  • Trust planning
  • Trust funding
  • Charitable giving strategies


Shana received a Bachelor Degree at the University of Michigan in 1992 and holds the designations of Certified Financial Planner® as well as a Chartered Financial Consultant® and Chartered Advisor in Senior Living®. Her immense dedication and core values are what drive her passion to help clients achieve their financial goals. With her 19 years of experience, she is licensed to sell Life Insurance & Variable Annuities in AZ, CA, GA, MI, NC and NJ. She is also registered to offer securities products in AZ, CA, FL, GA, MI, NC, NJ, NV, NY and WA

She has lived in Phoenix for the past 19 years with her husband of 24 years, Craig, and her children Grace, Luke and Angeleeya. She enjoys running, reading, hiking, travel and spending time with family and friends.

See Shana’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

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GoldBook Financial

Main Office

4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251

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CRN202008-235373